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Kaplan University School of Professional and Continuing Education Kaplan University School of Professional and Continuing Education

Live Insurance CE Classes in Wisconsin

Live CE Classes

Meet your continuing education requirements in Wisconsin with expert instruction in a live, traditional classroom. Kaplan Financial Education’s live CE classes provide a learning environment with maximum student-teacher interaction. With years of financial and insurance industry experience, our instructors are the best of the best. Register for your live class today!

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Live Class Calendar
Date(s) Class City &
State
Credit Hours Credit Type Price   Details
Dec 20 – Dec 20 Ethics and Best Business Practices Wauwatosa, WI
Ethics 4
Ethics $59.00  Add to Cart 

As business competition grows and consumer expectations heighten, ethics increasingly plays a critical role in delivering, servicing and marketing financial products and services to the public. The insurance/financial profession is especially vulnerable due to the personal nature, and complexities of, this high-relationship industry. As a result of attending this course, students will gain a greater understanding of the dynamics of ethics in your business and how to ensure that it is a core part of your marketing plans and client service activities.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Thu, December 20, 2018, 8:15 AM - 12:00 PM (local)

Taught By:
  • Brad Charles
Dec 20 – Dec 20 Tax Traps in Life Insurance and Annuities, 1st Edition, Revised Wauwatosa, WI
Life and Health 4
Eligible CFP® CE Hours 4
Life and Health $59.00  Add to Cart 

Avoid costly mistakes in life insurance and annuity contracts. Taxes can unnecessarily result from improperly structured life insurance and/or annuity contracts. Discover how incorrect designations and transfers can negate the significant tax advantages that annuity contracts and life insurance policies provide. Learn a methodology to conduct an effective policy review.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Thu, December 20, 2018, 1:00 PM - 4:45 PM (local)

Taught By:
  • Brad Charles
Jan 03 – Jan 03 Financial Strategies to Achieve Client Objectives, 2nd Edition, Revised Wauwatosa, WI
Life and Health 4
Eligible CFP® CE Hours 4
Life and Health $59.00  Add to Cart 

Increase your knowledge and understanding of the issues and tools involved in helping individuals accumulate and preserve financial assets. Special attention is paid to understanding client needs and goals at various stages in life, and understanding the strategies, products, and techniques to help the client achieve their goals and objectives. Specific focus will include determining needs and objectives; saving and accumulation techniques; risk and risk management; and asset allocation.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Thu, January 03, 2019, 8:15 AM - 12:00 PM (local)

Taught By:
  • Romeo Raabe
Jan 03 – Jan 03 Tax Traps in Life Insurance and Annuities, 1st Edition, Revised Wauwatosa, WI
Life and Health 4
Eligible CFP® CE Hours 4
Life and Health $59.00  Add to Cart 

Avoid costly mistakes in life insurance and annuity contracts. Taxes can unnecessarily result from improperly structured life insurance and/or annuity contracts. Discover how incorrect designations and transfers can negate the significant tax advantages that annuity contracts and life insurance policies provide. Learn a methodology to conduct an effective policy review.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Thu, January 03, 2019, 1:00 PM - 4:45 PM (local)

Taught By:
  • Romeo Raabe
Jan 23 – Jan 23 Higher Ethical Standards for Down in the Trenches Wauwatosa, WI
Ethics 4
Ethics $59.00  Add to Cart 

Get a look at ethics from both the top down and the ground up. You will learn the origins of both objective and subjective ethical systems and how state law is derived from ethics. This ethics course will also go further into why ethics presents a higher standard than simply being legal. You will be able to participate in active discussions and debates regarding current ethical issues in the financial industry and will leave the class armed with an understanding of ethics at a more personal level. The result will be increased client trust, loyalty, and referrals.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Wed, January 23, 2019, 8:15 AM - 12:15 PM (local)

Taught By:
  • James Murray
Jan 23 – Jan 23 Social Security: Now…and the Future? 2nd Edition, 3rd Revision Wauwatosa, WI
Life 4
Eligible CFP® CE Hours 4
Life $59.00  Add to Cart 

According to studies and reports that measure the preparedness for retirement, retirees over the next several years will depend heavily on Social Security Retirement benefits. As such, there will be increased pressure on financial professionals to understand the retirement benefits that Social Security will provide and to integrate these benefits into clients' retirement plans.  After a brief review of the history and development of Social Security, the course will provide an in-depth discussion of all Social Security benefits, with specific emphasis on retirement and survivors benefits for eligible workers, their spouses, widows and widowers, and divorced spouses.  The course will also examine the implications of collecting retirement benefits early as well as delaying retirement benefits.  In addition, the course will cover the basic benefits and recent changes to the Medicare benefit system.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Wed, January 23, 2019, 1:00 PM - 4:45 PM (local)

Taught By:
  • James Murray
Jan 24 – Jan 24 Recognizing the Signs of Insurance Fraud, 2nd Edition Wauwatosa, WI
General 4
General $59.00  Add to Cart 

While most people who buy insurance are honest, there are those who make a business out of defrauding the insurance industry. The cost of fraud is a serious issue for both the insurance industry and the insurance consumer. Vigilance in the face of this threat is a responsibility of all those involved in the industry. This threat exists in addition to the problems caused by individuals that fall victim to the temptation of circumstance combined with a certain amount of moral weakness.

This course is designed to help students understand the impact of fraud and the role that they, as insurance professionals, can play in addressing it. The course addresses the issue of fraud across the major lines of insurance. The key objectives of this course are:

  • Promoting awareness and understanding of the problem and its costs
  • Describing how insurance fraud is committed
  • Explaining how insurance professionals can recognize fraud and the actions to take

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Thu, January 24, 2019, 1:00 PM - 4:45 PM (local)

Taught By:
  • James Murray
Feb 06 – Feb 06 Understanding IRAs - Products, Distributions, and Strategies, 1st Edition, Revised Wauwatosa, WI
Life 4
Eligible CFP® CE Hours 4
Life $59.00  Add to Cart 

With the retirement of the "baby boomers" well underway, understanding the options and the requirements under the laws, rules and regulations governing IRAs is becoming even more important. This course will review the features and benefits of IRA plans and the relative advantages and disadvantages of different types of IRAs and different IRA strategies. The course will place particular emphasis on distribution options and requirements, understanding transfers and rollovers under the new rules, and IRA conversions.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Wed, February 06, 2019, 8:15 AM - 12:00 PM (local)

Taught By:
  • James Murray
Feb 06 – Feb 06 Agents and Ethics Wauwatosa, WI
Ethics 4
Ethics $59.00  Add to Cart 

This class presents the concept of ethics, how it relates to the sales and service of insurance, and how it creates the foundation for personal as well as professional success. The class sets the foundation by examining ethics as a moral and legal force. It then previews the ethical responsibilities agents owe to their insurers, their policyowners, their states, and the general public.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Wed, February 06, 2019, 1:00 PM - 4:45 PM (local)

Taught By:
  • James Murray
Feb 07 – Feb 07 Retirement Planning Strategies, 1st Edition, Revised Wauwatosa, WI
Life and Health 4
Eligible CFP® CE Hours 4
Life and Health $59.00  Add to Cart 

Today's retirement planning must address many dimensions and cover many needs: health care and health insurance; income and asset distribution; Social Security; and, unlike the retirement plans of years ago, continued wealth accumulation. Understand the financial concerns facing retirees, identify the products and services that would help meet those concerns, and review the ethics and market conduct requirements of serving the senior market. This class is critical as you help your clients manage their assets in retirement.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Thu, February 07, 2019, 8:15 AM - 12:00 PM (local)

Taught By:
  • James Murray
Feb 07 – Feb 07 Estate Planning Techniques: Understanding Trusts, Buy-Sell Agreements, and Special Planning, 1st Edition, Revised Wauwatosa, WI
Life and Health 4
Eligible CFP® CE Hours 4
Life and Health $59.00  Add to Cart 

Explore a wide range of strategies that can be used during life and after the decedent's death to accomplish estate planning objectives. This class reviews several types of trusts, the tax implications of placing property in a trust, and special planning considerations for married and non-married couples. Students will discover how buy-sell agreements can facilitate the continuation of a business and create estate liquidity, and how to use powers of attorney and advance medical directives to deal with incapacity.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Thu, February 07, 2019, 1:00 PM - 4:45 PM (local)

Taught By:
  • James Murray
Feb 14 – Feb 14 Wisconsin Required 4-Hour Long-Term Care Partnership CE Course, 1st Edition, Revised [meets refresher training requirement; ClearCert approved] Madison, WI
Long-Term Care Training 4
Long-Term Care Training $59.00  Add to Cart 

This class fulfills the 4-hour long-term care (LTC) partnership CE requirement in Wisconsin. Review the long-term care market, services, and providers, as well as long-term care costs and sources of coverage. Get the latest information on Wisconsin standards for qualified partnership policies and their relationship with other public and private sources of coverage.

Location Details: Session Details:
  • Lakeland University - Madison
  • 1650 Pankratz St
  • Madison, WI 53704

  • Get Directions
  • #1: Thu, February 14, 2019, 8:30 AM - 12:15 PM (local)

Taught By:
  • Romeo Raabe
Feb 14 – Feb 14 Tax Traps in Life Insurance and Annuities, 1st Edition, Revised Madison, WI
Life and Health 4
Eligible CFP® CE Hours 4
Life and Health $59.00  Add to Cart 

Avoid costly mistakes in life insurance and annuity contracts. Taxes can unnecessarily result from improperly structured life insurance and/or annuity contracts. Discover how incorrect designations and transfers can negate the significant tax advantages that annuity contracts and life insurance policies provide. Learn a methodology to conduct an effective policy review.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Lakeland University - Madison
  • 1650 Pankratz St
  • Madison, WI 53704

  • Get Directions
  • #1: Thu, February 14, 2019, 12:45 PM - 4:30 PM (local)

Taught By:
  • Romeo Raabe
Feb 20 – Feb 20 Higher Ethical Standards for Down in the Trenches Madison, WI
Ethics 4
Ethics $59.00  Add to Cart 

Get a look at ethics from both the top down and the ground up. You will learn the origins of both objective and subjective ethical systems and how state law is derived from ethics. This ethics course will also go further into why ethics presents a higher standard than simply being legal. You will be able to participate in active discussions and debates regarding current ethical issues in the financial industry and will leave the class armed with an understanding of ethics at a more personal level. The result will be increased client trust, loyalty, and referrals.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Lakeland University - Madison
  • 1650 Pankratz St
  • Madison, WI 53704

  • Get Directions
  • #1: Wed, February 20, 2019, 8:30 AM - 12:15 PM (local)

Taught By:
  • James Murray
Feb 28 – Feb 28 Tax Traps in Life Insurance and Annuities, 1st Edition, Revised Wauwatosa, WI
Life and Health 4
Eligible CFP® CE Hours 4
Life and Health $59.00  Add to Cart 

Avoid costly mistakes in life insurance and annuity contracts. Taxes can unnecessarily result from improperly structured life insurance and/or annuity contracts. Discover how incorrect designations and transfers can negate the significant tax advantages that annuity contracts and life insurance policies provide. Learn a methodology to conduct an effective policy review.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Thu, February 28, 2019, 8:15 AM - 12:15 PM (local)

Taught By:
  • Romeo Raabe
Feb 28 – Feb 28 Wisconsin Required 4-Hour Long-Term Care Partnership CE Course, 1st Edition, Revised [meets refresher training requirement; ClearCert approved] Wauwatosa, WI
Long-Term Care Training 4
Long-Term Care Training $59.00  Add to Cart 

This class fulfills the 4-hour long-term care (LTC) partnership CE requirement in Wisconsin. Review the long-term care market, services, and providers, as well as long-term care costs and sources of coverage. Get the latest information on Wisconsin standards for qualified partnership policies and their relationship with other public and private sources of coverage.

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Thu, February 28, 2019, 1:00 PM - 4:45 PM (local)

Taught By:
  • Romeo Raabe
Mar 06 – Mar 06 Financial Strategies to Achieve Client Objectives, 2nd Edition, Revised Wauwatosa, WI
Life and Health 4
Eligible CFP® CE Hours 4
Life and Health $59.00  Add to Cart 

Increase your knowledge and understanding of the issues and tools involved in helping individuals accumulate and preserve financial assets. Special attention is paid to understanding client needs and goals at various stages in life, and understanding the strategies, products, and techniques to help the client achieve their goals and objectives. Specific focus will include determining needs and objectives; saving and accumulation techniques; risk and risk management; and asset allocation.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Wed, March 06, 2019, 8:15 AM - 12:00 PM (local)

Taught By:
  • James Murray
Mar 06 – Mar 06 Ethics for Insurance and Financial Advisors Wauwatosa, WI
Ethics 4
Ethics $59.00  Add to Cart 

This class provides the foundation of knowledge and understanding that an individual needs to function ethically as an insurance or financial services professional. The class will concentrate on the social, professional, and legal aspects of ethics, discussing the general concepts of ethics, and how broad areas of ethical responsibility influence the professional's behavior. Participants will discuss how ethics interacts with the law and examine practical answers to the question "What is the Right Thing to Do?"

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Wed, March 06, 2019, 1:00 PM - 4:45 PM (local)

Taught By:
  • James Murray
Mar 07 – Mar 07 Understanding Indexed Annuity and Life Insurance Contracts Wauwatosa, WI
Life 4
Eligible CFP® CE Hours 4
Life $59.00  Add to Cart 

The growth in popularity of indexed insurance products, specifically fixed indexed annuities and fixed indexed life insurance policies, has been dramatic. While these products are considered fixed contracts, the interest that is credited to these products is based on the performance of an external financial index.  The basic concepts of these products may seem simple, but they are among the most complex of all insurance products. To many, they fall in the middle of the risk spectrum, between traditional fixed annuities and life insurance policies and variable annuities and variable life insurance policies.

This course will explain how these products compare and contrast with their fixed counterparts.  The course will also cover in detail different interest crediting methods and design characteristics of the indexed product, and the important suitability and market conduct issues related to these products.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Thu, March 07, 2019, 8:15 AM - 12:00 PM (local)

Taught By:
  • James Murray
Mar 07 – Mar 07 Disability Income Insurance: Safeguarding Your Future Wauwatosa, WI
Life and Health 4
Life and Health $59.00  Add to Cart 

The ability to earn an income is an individual's most important asset, and lack of protection will affect an individual's or family's financial future. Day-to-day living expenses continue even when income stops. Recognize the probabilities of disability, the potential losses resulting from a disability, and the need for disability income protection. Learn about other sources of disability income protection such as Social Security, group disability income protection, and salary continuation plans. The class also addresses business loss exposures and offsetting those exposures with disability income insurance. Lastly, review the taxation of individual disability income insurance and related options.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Thu, March 07, 2019, 1:00 PM - 4:45 PM (local)

Taught By:
  • James Murray
Mar 27 – Mar 27 The New World of Annuities: Where They’ve Been and Where They’re Going Wauwatosa, WI
General 4
Eligible CFP® CE Hours 4
General $59.00  Add to Cart 

Course Description:

Annuities are complex products that offer unique benefits such as guaranteed lifetime income and certain death benefits that are not offered by other products.

Annuities are constantly changing and will likely continue to change in the future. This course will discuss what these products looked like in the past and what benefits they provide in their current form. Discussion will include fixed, variable, and fixed index. In addition, suitability issues and how the Department of Labor’s fiduciary standard will affect annuity sales will also be addressed.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Wed, March 27, 2019, 1:00 PM - 5:00 PM (local)

Taught By:
  • James Murray
Apr 03 – Apr 03 Life Insurance and Annuities: The Effects of Income and Estate Taxation Wauwatosa, WI
Life 4
Eligible CFP® CE Hours 4
Life $59.00  Add to Cart 

Most insurance and financial professionals understand the basic taxation principles regarding cash value build-up and the death benefits in life insurance and annuity contracts. Often overlooked, however, are specific rules, exceptions and conditions that may either expand or restrict the tax benefits. This course will cover how life insurance and annuities can deliver income tax benefits, issues that can cause contracts to lose their tax favored status, special tax rules for business owned life insurance policies and rules regarding tax-free exchanges. The course will also address estate taxation of life insurance and annuities.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Wed, April 03, 2019, 8:15 AM - 12:00 PM (local)

Taught By:
  • James Murray
Apr 03 – Apr 03 Higher Ethical Standards for Down in the Trenches Wauwatosa, WI
Ethics 4
Ethics $59.00  Add to Cart 

Get a look at ethics from both the top down and the ground up. You will learn the origins of both objective and subjective ethical systems and how state law is derived from ethics. This ethics course will also go further into why ethics presents a higher standard than simply being legal. You will be able to participate in active discussions and debates regarding current ethical issues in the financial industry and will leave the class armed with an understanding of ethics at a more personal level. The result will be increased client trust, loyalty, and referrals.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Wed, April 03, 2019, 1:00 PM - 5:00 PM (local)

Taught By:
  • James Murray
Apr 04 – Apr 04 Understanding IRAs - Products, Distributions, and Strategies, 1st Edition, Revised Wauwatosa, WI
Life 4
Eligible CFP® CE Hours 4
Life $59.00  Add to Cart 

With the retirement of the "baby boomers" well underway, understanding the options and the requirements under the laws, rules and regulations governing IRAs is becoming even more important. This course will review the features and benefits of IRA plans and the relative advantages and disadvantages of different types of IRAs and different IRA strategies. The course will place particular emphasis on distribution options and requirements, understanding transfers and rollovers under the new rules, and IRA conversions.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Thu, April 04, 2019, 8:15 AM - 12:00 PM (local)

Taught By:
  • James Murray
Apr 23 – Apr 23 The New World of Annuities: Where They’ve Been and Where They’re Going Wauwatosa, WI
General 4
Eligible CFP® CE Hours 4
General $59.00  Add to Cart 

Course Description:

Annuities are complex products that offer unique benefits such as guaranteed lifetime income and certain death benefits that are not offered by other products.

Annuities are constantly changing and will likely continue to change in the future. This course will discuss what these products looked like in the past and what benefits they provide in their current form. Discussion will include fixed, variable, and fixed index. In addition, suitability issues and how the Department of Labor’s fiduciary standard will affect annuity sales will also be addressed.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Tue, April 23, 2019, 8:15 AM - 12:15 PM (local)

Taught By:
  • James Murray
Apr 23 – Apr 23 Estate Planning Techniques: Understanding Trusts, Buy-Sell Agreements, and Special Planning, 1st Edition, Revised Wauwatosa, WI
Life and Health 4
Eligible CFP® CE Hours 4
Life and Health $59.00  Add to Cart 

Explore a wide range of strategies that can be used during life and after the decedent's death to accomplish estate planning objectives. This class reviews several types of trusts, the tax implications of placing property in a trust, and special planning considerations for married and non-married couples. Students will discover how buy-sell agreements can facilitate the continuation of a business and create estate liquidity, and how to use powers of attorney and advance medical directives to deal with incapacity.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Tue, April 23, 2019, 1:00 PM - 4:45 PM (local)

Taught By:
  • James Murray
May 01 – May 01 Retirement Planning Strategies, 1st Edition, Revised Wauwatosa, WI
Life and Health 4
Eligible CFP® CE Hours 4
Life and Health $59.00  Add to Cart 

Today's retirement planning must address many dimensions and cover many needs: health care and health insurance; income and asset distribution; Social Security; and, unlike the retirement plans of years ago, continued wealth accumulation. Understand the financial concerns facing retirees, identify the products and services that would help meet those concerns, and review the ethics and market conduct requirements of serving the senior market. This class is critical as you help your clients manage their assets in retirement.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Wed, May 01, 2019, 8:15 AM - 12:00 PM (local)

Taught By:
  • James Murray
May 01 – May 01 Recognizing the Signs of Insurance Fraud, 2nd Edition Wauwatosa, WI
General 4
General $59.00  Add to Cart 

While most people who buy insurance are honest, there are those who make a business out of defrauding the insurance industry. The cost of fraud is a serious issue for both the insurance industry and the insurance consumer. Vigilance in the face of this threat is a responsibility of all those involved in the industry. This threat exists in addition to the problems caused by individuals that fall victim to the temptation of circumstance combined with a certain amount of moral weakness.

This course is designed to help students understand the impact of fraud and the role that they, as insurance professionals, can play in addressing it. The course addresses the issue of fraud across the major lines of insurance. The key objectives of this course are:

  • Promoting awareness and understanding of the problem and its costs
  • Describing how insurance fraud is committed
  • Explaining how insurance professionals can recognize fraud and the actions to take

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Wed, May 01, 2019, 1:00 PM - 4:45 PM (local)

Taught By:
  • James Murray
May 02 – May 02 Ethics for Insurance and Financial Advisors Wauwatosa, WI
Ethics 4
Ethics $59.00  Add to Cart 

This class provides the foundation of knowledge and understanding that an individual needs to function ethically as an insurance or financial services professional. The class will concentrate on the social, professional, and legal aspects of ethics, discussing the general concepts of ethics, and how broad areas of ethical responsibility influence the professional's behavior. Participants will discuss how ethics interacts with the law and examine practical answers to the question "What is the Right Thing to Do?"

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Thu, May 02, 2019, 8:15 AM - 12:00 PM (local)

Taught By:
  • James Murray
May 02 – May 02 Understanding Indexed Annuity and Life Insurance Contracts Wauwatosa, WI
Life 4
Eligible CFP® CE Hours 4
Life $59.00  Add to Cart 

The growth in popularity of indexed insurance products, specifically fixed indexed annuities and fixed indexed life insurance policies, has been dramatic. While these products are considered fixed contracts, the interest that is credited to these products is based on the performance of an external financial index.  The basic concepts of these products may seem simple, but they are among the most complex of all insurance products. To many, they fall in the middle of the risk spectrum, between traditional fixed annuities and life insurance policies and variable annuities and variable life insurance policies.

This course will explain how these products compare and contrast with their fixed counterparts.  The course will also cover in detail different interest crediting methods and design characteristics of the indexed product, and the important suitability and market conduct issues related to these products.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Thu, May 02, 2019, 1:00 PM - 4:45 PM (local)

Taught By:
  • James Murray
May 08 – May 08 The New World of Annuities: Where They’ve Been and Where They’re Going Madison, WI
General 4
Eligible CFP® CE Hours 4
General $59.00  Add to Cart 

Course Description:

Annuities are complex products that offer unique benefits such as guaranteed lifetime income and certain death benefits that are not offered by other products.

Annuities are constantly changing and will likely continue to change in the future. This course will discuss what these products looked like in the past and what benefits they provide in their current form. Discussion will include fixed, variable, and fixed index. In addition, suitability issues and how the Department of Labor’s fiduciary standard will affect annuity sales will also be addressed.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Lakeland University - Madison
  • 1650 Pankratz St
  • Madison, WI 53704

  • Get Directions
  • #1: Wed, May 08, 2019, 8:30 AM - 12:15 PM (local)

Taught By:
  • James Murray
May 08 – May 08 Social Security: Now…and the Future? 2nd Edition, 3rd Revision Madison, WI
Life 4
Eligible CFP® CE Hours 4
Life $59.00  Add to Cart 

According to studies and reports that measure the preparedness for retirement, retirees over the next several years will depend heavily on Social Security Retirement benefits. As such, there will be increased pressure on financial professionals to understand the retirement benefits that Social Security will provide and to integrate these benefits into clients' retirement plans.  After a brief review of the history and development of Social Security, the course will provide an in-depth discussion of all Social Security benefits, with specific emphasis on retirement and survivors benefits for eligible workers, their spouses, widows and widowers, and divorced spouses.  The course will also examine the implications of collecting retirement benefits early as well as delaying retirement benefits.  In addition, the course will cover the basic benefits and recent changes to the Medicare benefit system.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Lakeland University - Madison
  • 1650 Pankratz St
  • Madison, WI 53704

  • Get Directions
  • #1: Wed, May 08, 2019, 12:45 PM - 4:30 PM (local)

Taught By:
  • James Murray
May 09 – May 09 Ethics and Best Business Practices Madison, WI
Ethics 4
Ethics $59.00  Add to Cart 

As business competition grows and consumer expectations heighten, ethics increasingly plays a critical role in delivering, servicing and marketing financial products and services to the public. The insurance/financial profession is especially vulnerable due to the personal nature, and complexities of, this high-relationship industry. As a result of attending this course, students will gain a greater understanding of the dynamics of ethics in your business and how to ensure that it is a core part of your marketing plans and client service activities.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Lakeland University - Madison
  • 1650 Pankratz St
  • Madison, WI 53704

  • Get Directions
  • #1: Thu, May 09, 2019, 8:30 AM - 12:15 PM (local)

Taught By:
  • James Murray
May 09 – May 09 Estate Planning Techniques: Understanding Trusts, Buy-Sell Agreements, and Special Planning, 1st Edition, Revised Madison, WI
Life and Health 4
Eligible CFP® CE Hours 4
Life and Health $59.00  Add to Cart 

Explore a wide range of strategies that can be used during life and after the decedent's death to accomplish estate planning objectives. This class reviews several types of trusts, the tax implications of placing property in a trust, and special planning considerations for married and non-married couples. Students will discover how buy-sell agreements can facilitate the continuation of a business and create estate liquidity, and how to use powers of attorney and advance medical directives to deal with incapacity.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Lakeland University - Madison
  • 1650 Pankratz St
  • Madison, WI 53704

  • Get Directions
  • #1: Thu, May 09, 2019, 12:45 PM - 4:30 PM (local)

Taught By:
  • James Murray
May 23 – May 23 Tax Traps in Life Insurance and Annuities, 1st Edition, Revised Wauwatosa, WI
Life and Health 4
Eligible CFP® CE Hours 4
Life and Health $59.00  Add to Cart 

Avoid costly mistakes in life insurance and annuity contracts. Taxes can unnecessarily result from improperly structured life insurance and/or annuity contracts. Discover how incorrect designations and transfers can negate the significant tax advantages that annuity contracts and life insurance policies provide. Learn a methodology to conduct an effective policy review.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Thu, May 23, 2019, 8:15 AM - 12:15 PM (local)

Taught By:
  • Romeo Raabe
May 23 – May 23 Wisconsin Required 4-Hour Long-Term Care Partnership CE Course, 1st Edition, Revised [meets refresher training requirement; ClearCert approved] Wauwatosa, WI
Long-Term Care Training 4
Long-Term Care Training $59.00  Add to Cart 

This class fulfills the 4-hour long-term care (LTC) partnership CE requirement in Wisconsin. Review the long-term care market, services, and providers, as well as long-term care costs and sources of coverage. Get the latest information on Wisconsin standards for qualified partnership policies and their relationship with other public and private sources of coverage.

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Thu, May 23, 2019, 1:00 PM - 4:45 PM (local)

Taught By:
  • Romeo Raabe
Jun 05 – Jun 05 Social Security: Now…and the Future? 2nd Edition, 3rd Revision Wauwatosa, WI
Life 4
Eligible CFP® CE Hours 4
Life $59.00  Add to Cart 

According to studies and reports that measure the preparedness for retirement, retirees over the next several years will depend heavily on Social Security Retirement benefits. As such, there will be increased pressure on financial professionals to understand the retirement benefits that Social Security will provide and to integrate these benefits into clients' retirement plans.  After a brief review of the history and development of Social Security, the course will provide an in-depth discussion of all Social Security benefits, with specific emphasis on retirement and survivors benefits for eligible workers, their spouses, widows and widowers, and divorced spouses.  The course will also examine the implications of collecting retirement benefits early as well as delaying retirement benefits.  In addition, the course will cover the basic benefits and recent changes to the Medicare benefit system.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Wed, June 05, 2019, 8:15 AM - 12:00 PM (local)

Taught By:
  • James Murray
Jun 05 – Jun 05 Recognizing the Signs of Insurance Fraud, 2nd Edition Wauwatosa, WI
General 4
General $59.00  Add to Cart 

While most people who buy insurance are honest, there are those who make a business out of defrauding the insurance industry. The cost of fraud is a serious issue for both the insurance industry and the insurance consumer. Vigilance in the face of this threat is a responsibility of all those involved in the industry. This threat exists in addition to the problems caused by individuals that fall victim to the temptation of circumstance combined with a certain amount of moral weakness.

This course is designed to help students understand the impact of fraud and the role that they, as insurance professionals, can play in addressing it. The course addresses the issue of fraud across the major lines of insurance. The key objectives of this course are:

  • Promoting awareness and understanding of the problem and its costs
  • Describing how insurance fraud is committed
  • Explaining how insurance professionals can recognize fraud and the actions to take

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Wed, June 05, 2019, 1:00 PM - 4:45 PM (local)

Taught By:
  • James Murray
Jun 06 – Jun 06 Tax Traps in Life Insurance and Annuities, 1st Edition, Revised Wauwatosa, WI
Life and Health 4
Eligible CFP® CE Hours 4
Life and Health $59.00  Add to Cart 

Avoid costly mistakes in life insurance and annuity contracts. Taxes can unnecessarily result from improperly structured life insurance and/or annuity contracts. Discover how incorrect designations and transfers can negate the significant tax advantages that annuity contracts and life insurance policies provide. Learn a methodology to conduct an effective policy review.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Thu, June 06, 2019, 8:15 AM - 12:15 PM (local)

Taught By:
  • Romeo Raabe
Jun 06 – Jun 06 Financial Strategies to Achieve Client Objectives, 2nd Edition, Revised Wauwatosa, WI
Life and Health 4
Eligible CFP® CE Hours 4
Life and Health $59.00  Add to Cart 

Increase your knowledge and understanding of the issues and tools involved in helping individuals accumulate and preserve financial assets. Special attention is paid to understanding client needs and goals at various stages in life, and understanding the strategies, products, and techniques to help the client achieve their goals and objectives. Specific focus will include determining needs and objectives; saving and accumulation techniques; risk and risk management; and asset allocation.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Thu, June 06, 2019, 1:00 PM - 4:45 PM (local)

Taught By:
  • Romeo Raabe
Jun 26 – Jun 26 Agents and Ethics Wauwatosa, WI
Ethics 4
Ethics $59.00  Add to Cart 

This class presents the concept of ethics, how it relates to the sales and service of insurance, and how it creates the foundation for personal as well as professional success. The class sets the foundation by examining ethics as a moral and legal force. It then previews the ethical responsibilities agents owe to their insurers, their policyowners, their states, and the general public.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Wed, June 26, 2019, 8:15 AM - 12:00 PM (local)

Taught By:
  • James Murray
Jun 26 – Jun 26 Understanding IRAs - Products, Distributions, and Strategies, 1st Edition, Revised Wauwatosa, WI
Life 4
Eligible CFP® CE Hours 4
Life $59.00  Add to Cart 

With the retirement of the "baby boomers" well underway, understanding the options and the requirements under the laws, rules and regulations governing IRAs is becoming even more important. This course will review the features and benefits of IRA plans and the relative advantages and disadvantages of different types of IRAs and different IRA strategies. The course will place particular emphasis on distribution options and requirements, understanding transfers and rollovers under the new rules, and IRA conversions.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Wed, June 26, 2019, 1:00 PM - 4:45 PM (local)

Taught By:
  • James Murray